A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 2,679 shares of JPM stock, worth $565,858. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,679
Previous 2,192 22.22%
Holding current value
$565,858
Previous $439 Million 23.43%
% of portfolio
0.2%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $87,698 - $99,732
487 Added 22.22%
2,679 $542 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $15,539 - $18,627
-93 Reduced 4.07%
2,192 $439 Million
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $36,771 - $46,151
271 Added 13.46%
2,285 $389 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $29,827 - $34,032
234 Added 13.15%
2,014 $293 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $7,244 - $8,340
58 Added 3.37%
1,780 $232 Million
Q4 2022

Apr 21, 2023

BUY
$101.96 - $137.84 $175,575 - $237,360
1,722 New
1,722 $231 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $620B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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